Client Registrations¶

Client Registrations manages online registrations submitted by clients. Registrations need to be reviewed and either assigned to an existing client or used to create a new client record.

Tabs¶

The page is organized into two tabs, each showing a count badge:

Unassigned Tab¶

Displays registrations that have not yet been linked to a client record.

Column	Description
Type	Registration type
Last / Company Name	Registrant's last name or company
First Name	Registrant's first name
Email	Email address
Telephone	Phone number
Date Registered	When the registration was submitted
Verified	Whether the registration has been verified
Actions	Create New Client or Assign Existing

Assigned Tab¶

Displays registrations that have been linked to an existing client.

Column	Description
Type	Registration type
Last / Company Name	Registrant's last name or company
First Name	Registrant's first name
Email	Email address
Telephone	Phone number
Client ID	The client record the registration is assigned to
Date Registered	When the registration was submitted
Verified	Whether the registration has been verified

Processing Unassigned Registrations¶

You have two options for each unassigned registration:

Create New Client¶

1. Click Create New Client on the registration row.
2. A confirmation dialog appears asking you to confirm.
3. Click Confirm to create a new client record from the registration data.
4. The registration moves to the Assigned tab.

Assign to Existing Client¶

1. Click Assign Existing on the registration row.
2. A client selector dialog opens.
3. Search for and select the existing client.
4. The registration is linked to the selected client and moves to the Assigned tab.